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FINANCIAL PLANNING

FIRSTSUPER can offer you financial planning services through our fully accredited Financial Planner, Peter Scott Dip FP CFP (Authorised Representative Number 296928).

Peter’s time is dedicated to FIRSTSUPER Members, for whom he offers individual consultations and organises regional seminars on important issues about your financial security.

Preliminary consultations and general advice with Peter are free to Members. If a detailed financial plans is prepared for your individual circumstances, Peter’s skills will come at a cost between $600 and $1,000 depending on the complexity of the plan.

Peter is qualified to offer general and personal advice that relates to FIRSTSUPER products and services, including:

  • Superannuation GuaranteeImage
  • Salary Sacrifice contributions
  • Self-employed superannuation
  • Voluntary contributions
  • Government co-contributions
  • Benefit payments
  • Taxation
  • Access to benefits
  • Death & TPD insurance
  • Income protection insurance
  • Allocated pension
  • Transition to retirement

This Financial planning service is provided by Industry Funds Financial Planning (IFFP) ABN 54 007 016 195 and AFS Licence No 232514. Peter Scott is one of IFFP’s authorised representatives and a full time employee of First Super Pty Ltd. FIRSTSUPER pays IFFP a fee for this service. Where FIRSTSUPER charges Members a fee for preparing personal plans, the fee is only to reimburse the charge by IFFP.

Call our office to arrange preliminary discussions with Peter.

 


Call 1300 360 988
© FIRSTSUPER Trustee: FIRST SUPER Pty Ltd ABN 42 053 498 472 RSE License No. L0003049 AFS License No. 223988